How to Identify Which Systems to Create First Within Your Company

Note: To complete the 'Business systemisation prioritisation quiz' and download the worksheet - click here.

1. Map Out Your Organization

Before prioritizing individual tasks, organize your workspace to reflect your business structure.

1. Log in to systemHUB.

2. Create folders that represent the primary departments within your organization (e.g., Operations, Finance, Marketing).

2. Identify Potential Systems

To get a clear picture of what needs documenting, utilize the systemHUB resources:

1. Go to systemHUB.com/decision-tree to complete the video quiz.

2. Download the Business Systemization Prioritization Worksheet.
3. Review the example systems listed under each department heading (such as Client Fulfillment or Accounting).
4. Customize the list: Cross out systems that don't apply to your business and add any unique processes specific to your workflow.

3. Prioritize Mission-Critical Tasks

Focus on the systems that provide the highest return on investment (ROI).

1. Review each department and identify the top 3 to 5 mission-critical systems required to deliver your product or service.

2. Start with Operations: Begin your documentation efforts in the Client Fulfillment/Operations department first, as this often has the most immediate impact on customer experience.
3. Work your way down the list through the other departments in order of importance.

4. Delegate to Department Heads

You don't have to document everything yourself. Once the priorities are set:

1. Meet with your Department Heads or the individuals responsible for specific areas.

2. Share the prioritized list of systems you want documented.
3. Instruct them to create these systems using the established System for Creating Systems (SOP template).